Franchise Fit Assessment

A structured evaluation covering financial readiness, experience alignment, and territory availability. Takes about 8 minutes.

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Personal Background

Help me understand who you are and what you're working with.

This information stays confidential. It helps me match you with franchises that fit your actual situation, not a generic profile.

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Financial Profile

Estimates are fine. This helps me understand your financing options.

All fields are estimates. You can skip anything you're unsure about. Nothing here is a commitment or affects your credit score.

Liquid & Investable Assets

Money owed to you

Retirement & Business Equity

401k, IRA, pension balances

Real Estate

Liabilities

Loans, credit cards, other debts

Annual Income

Business Readiness

This helps me understand your starting point and what kind of support you'll need.

Include any businesses you've owned
Partners, family members, advisors. Feel free to have them fill out a separate questionnaire.
Cash you can put toward this right now
Including financing if needed

Your Preferences

The final piece. This helps me narrow down the right franchises for you.

Where Should I Send Your Results?

I'll review your answers, run the matching analysis, and schedule a discovery call.

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Assessment Received

I'll review your answers and follow up with the appropriate next step.

Why This Assessment?

Most franchise buyers skip the evaluation step and go straight to brand research. That's how you get sold into an opportunity that looks good on paper but doesn't fit your actual situation.

Multi-Brand
Marketplace Access
JD
Legal Training + Behavioral Insight
15+
Years in Public-Service Leadership